Beaird Harris Wealth Management’s Progressive PGR Stock Holding History

Beaird Harris Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77K	Hold	17	–	–	﹤0.01%	469
2026 Q1	$3.42K	Hold	17	–	–	﹤0.01%	447
2025 Q4	$3.93K	Sell	17 -4	-19%	-$903	﹤0.01%	460
2025 Q3	$5.25K	Hold	21	–	–	﹤0.01%	421
2025 Q2	$5.54K	Buy	21 +15	+250%	+$4.11K	﹤0.01%	418
2025 Q1	$1.7K	Hold	6	–	–	﹤0.01%	456
2024 Q4	$1.44K	Hold	6	–	–	﹤0.01%	463
2024 Q3	$1.52K	Hold	6	–	–	﹤0.01%	459
2024 Q2	$1.25K	Hold	6	–	–	﹤0.01%	578
2024 Q1	$1.24K	Hold	6	–	–	﹤0.01%	527
2023 Q4	$956	Buy	+6	New	+$939	﹤0.01%	521
2023 Q1	–	Sell	-127	Closed	-$16.5K	–	676
2022 Q4	$16.5K	Buy	127 +100	+370%	+$12.7K	﹤0.01%	279
2022 Q3	$3K	Hold	27	–	–	﹤0.01%	381
2022 Q2	$3K	Hold	27	–	–	﹤0.01%	336
2022 Q1	$3K	Buy	+27	New	+$2.92K	﹤0.01%	492

Other funds holding PGR

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return